$SUPER MICRO COMPUTER INC(SMCI

$SUPER MICRO COMPUTER INC(SMCI)$ SMCI Earnings Analysis is Insane!

Key things to note:

1. Multiple Raises : SMCI has completed several raises, including two convertible note raises and another one last December.

2. High Expectations: The market is anticipating a 232% growth in revenues from last year's estimates.

3. Stock Performance: SMCI had a 52-week high at 1229 but is currently down 49% from its peak.

4. Cooling Issue: There are rumors of a cooling issue with their memory chips, which may impact guidance.

5. NVDA Blackwell Issue: This may also cause a lower guidance for SMCI

6. Massive Order: SMCI has secured a massive order with X to build their data centers. This is the partnership with DELL announced a couple months ago

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